Chancellor Financial Group WB’s Vanguard S&P 500 ETF VOO Stock Holding History

Chancellor Financial Group WB’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$323K	Buy	541 +13	+2%	+$8.13K	0.23%	87
2025 Q4	$331K	Buy	528 +1	+0.2%	+$621	0.22%	88
2025 Q3	$323K	Buy	527 +4	+0.8%	+$2.36K	0.23%	87
2025 Q2	$297K	Buy	523 +62	+13%	+$32.6K	0.23%	91
2025 Q1	$237K	Sell	461 -39	-8%	-$21.1K	0.2%	109
2024 Q4	$269K	Buy	+500	New	+$271K	0.22%	93

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Chancellor Financial Group WB's VOO Position: Q1 2026 in Review

Chancellor Financial Group WB increased its Vanguard S&P 500 ETF (VOO) stake by 2.5% in Q1 2026, buying an estimated $8.13K and bringing the position to 541 shares worth $323K. The position accounts for 0.23% of the portfolio, ranked #87.

Chancellor Financial Group WB first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $331K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Chancellor Financial Group WB held 541 shares of Vanguard S&P 500 ETF worth $323K as of Q1 2026.
Chancellor Financial Group WB bought 13 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $8.13K.
Vanguard S&P 500 ETF made up 0.23% of Chancellor Financial Group WB's portfolio in Q1 2026, its #87 holding.
Chancellor Financial Group WB first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Chancellor Financial Group WB's Vanguard S&P 500 ETF position peaked at $331K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.